Generate Penalty Reports

The topics below describe the types of penalty reports you can generate and explain the steps used to generate them.


Penalty Report Types

You can generate two types of penalty reports: a penalty list report and a penalty list with details report.

A penalty list report contains students with a specific type and amount of penalty incurred within a selected date range. The penalty list report includes each student’s ID number, name, amount of outstanding or total penalty, and up to three fields of selected data base information.

A penalty list with details report contains the same information as a penalty list report but also contains incident details, such as the incident date, infraction, assigned action, and penalty amount for each infraction. You can also include the incident reference number automatically assigned to each incident. (See Generate a Penalty Report.)


Generate a Penalty Report

Follow these steps to generate a penalty list report or a penalty list with details report:

  1. On the Shortcut bar, click Discipline, and then click Penalty Reps.
  2. In the Specifications: Penalty Reports dialog box, set the specifications for the penalty report as described in the figure and table below.

Important: Unless otherwise noted, all specifications are saved when you click Done.

    Specifications for Penalty Reports

1. Which Penalty

Click  to select the penalty you're searching for.

2. Report Type

Click List to generate a penalty list report, or click List With Details to generate a penalty list with details report.

3. Total or Outstanding Penalties

Click Outstanding Penalties to include only students with penalties left to serve, or click Total Penalties to include all students who have earned penalties.

4. Penalty Limit (Greater Than)

Type the penalty limit for your search. For example, to search for students with more than five penalties, type 5. To search all students regardless of their penalty amount, type -1.

5. Include Blank Sort Categories

When sorting a report by all categories in a data base field, click Yes to include students with empty data base fields. For example, if sorting by gender, click Yes to generate separate reports for males, females, and students with no information in their gender fields. If you click No, the third report isn't generated.

6. Print Active/Inactive Students

Click Active Students only to include only students who are active in your school, or click Active/Inactive students to include active and inactive students.

7. Beginning Date (Incidents Read)  /  8. Final Date (Incidents Read)

Click  to select the date range for the penalty search. Only penalties falling within this date range are included in the report. You can set this date range to include the beginning of the school year up to the current date, or a specific period of time (such as a semester).

Important: When you close the dialog box, the Final Date defaults to the current date but the Beginning Date is saved.

9. Start Grade For All Grades  /A. End Grade For All Grades

Select the range of grade levels you want to search.

Note: If you click All Grades in the next dialog box, the program searches all grade levels in this range. For example, if you click Grade 9 and Grade 12 for the range and All Grades, grades 9-12 are searched.

B., C., and D. Fields #1, #2, and #3 For List Reports

Click to select up to three data base fields to include in the report, or click 0 No Search Field.

E. Include REF# in List With Details Report

If generating a list with details report, click Yes to include the incident reference numbers.

  1. Click Page Setup to select your page layout and printer options, and then click Done.
  2. In the Outstanding Penalty Reports dialog box, click one of the following options, and then click Next:
  • To search a specific grade level, click the grade in the Grade number drop-down list.

Important: The grade level you select must fall within the range of grade levels specified in the preceding dialog box.

  • To search all grade levels in the range selected for specifications 9  and A, click All Grades.
  1. Click one of the following options, and then click Next:
  • Click 1. All students alphabetically to search all students in alphabetical order.
  • Click 3. Individual students/groups to search individual students or groups of students. You can select students from a list, select an existing group of students, or save selected students as a group.

Note: If you're using an older printer that does not save interrupted print jobs, you can click 2. Resume alphabetical printing to resume printing where you left off. If you're printing a specific grade level, enter the three-digit record number for the last student printed before the interruption. If you're printing all grades, enter the grade level and record number for the last student printed. Printing resumes with the next student.

  • Click 4. Sorted students to sort students in the report based on a selected data base field. You can sort on all categories or one category.

The Report Viewer opens, displaying the penalty report. The figure below shows a list report.

Tip: To print the report, click . To save the report as a PDF click Convert to PDF [F6].


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